Month: April 2021

When you hop on a call (phone or Zoom) with a new prospect, do you wing it each time? Or do you have a specific process that you prefer to follow? If you’re like me,…

Would you like to create a reputation for yourself that attracts more Right-Fit Clients™?  Would you like to move further away from push prospecting and toward attraction marketing? The first thing you want to do…

“Walking away from potential new business.”  Now there’s a concept that you don’t often hear discussed.  I think there are 4 main situations in which a financial professional should be willing to walk away from…

Below is an email from a fairly new advisor who went through our training program to generate more introductions and communicate his value more effectively. You’ll quickly see that while this advisor is doing a…